Create and Manage Groups in Group Management

Martijn Steur
Martijn Steur
  • Updated

User groups allow you to categorize users and apply uniform restrictions based on their permission profiles. You can manage groups in the Group Management section of your Portal.

This simplifies access control for options like metaproperty, news articles, quick links, and Brand Guidelines. Users can also share collections with groups for easier sharing.

 

Who can manage groups?

Users with the following permissions can create, edit, and remove groups:

How to Create a Group

  1. Navigate to settings_menu.pngSettings > User & rights > Group Management.
    Screenshot_2023-04-07_at_10.54.21_AM.png

  2. Click Screenshot_2023-04-07_at_10.54.36_AM.png.

  3. Enter a Group name and an optional Description, then click Create group.
    Screenshot_2023-04-07_at_10.55.56_AM.png

  4. Once your group is created, it will appear in the Group Management section of your portal.Screenshot 2024-09-17 at 2.32.30 PM.png
  5. You can begin adding members to the group.

How to Edit a Group

  1. Navigate to settings_menu.pngSettings > User & rights > Group Management.
  2. Click Three_dots.png next to the group you’d like to update and select Edit. 
    • Tip: You can either navigate the list or search for the group.
  3. Click on the top right-hand side of the screen. 
  4. Select Edit name and description to update the group information.
  5. Save your changes.

How to Delete a Group

  1. Navigate to settings_menu.pngSettings > User & rights > Group Management.
  2. Click Three_dots.png next to the group you’d like to remove and select Delete.
    • Tip: You can either navigate the list or search for the group.
  3. If you’re editing a group, click at the top right-hand side of the screen and select Delete group.

  4. Read the warning message carefully, check the box, then click Delete group.

Note

Removing a user group is permanent and cannot be undone.

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